Azimut Investments - Market Insights

Finally, the last (and most important) 2024 election is now behind us. The result was unambiguous: Trump won by a large majority, not only in the Electoral College (312 vs. 226 for Kamala Harris), but also in the popular vote (76.5 million vs. 73.8 million), a drastic reversal from 2020, when...

At the time of writing, approximately two-thirds of developed market corporations have reported their Q3 results, generally showing better-than-expected trends across the key regions analyzed: the United States, Europe, and Japan.

After a period when US exceptionalism appeared to be waning, recent data indicates renewed strength in both economic growth and the labor market.

The Federal Open Market Committee (FOMC) concluded one of its most closely watched meetings with a decision to cut interest rates by 50 basis points, bringing the federal funds rate at a range of 4.75 per cent to 5 per cent, with only one dissenter.

After the considerable expectations raised at the Jackson Hole meeting, the time has come for Western central banks to deliver on their promises to begin a major round of rate cuts

At the beginning of August, the US July jobs report showed the largest downside surprise in monthly payrolls in over two years, a jump in the unemployment rate to 4.3% (nearly a full percentage point above the trough of a year ago) and more negative revisions to previous payrolls.

We are entering the hottest week of the summer not in terms of weather, but in relevance to financial markets.

In previous reports, we have argued extensively about how U.S. employment data were showing signs of cooling. The data released last week further confirmed that the labor market might indeed be losing some of its momentum